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An Adelaide-based accounting firm has developed a dashboard enabling accountants to manage data relating to their clients’ portfolios on one platform.
Accounting and financial services firm Perks said the technology, Xeppo, integrates multiple and separate software products on one dashboard and provides a complete picture of a client’s personal and business affairs.
Perks managing director Mark Roderick said Xeppo gives advisers a complete view of individual client accounts.
“The management of financial data in a digital world requires a trusted system that brings all the information together, resulting in a centre of truth for financial affairs,” he said.
“It is a great outcome for clients, providing one simplistic portal that integrates all their financial affairs all in one place.”
Mr Roderick said that, with Xeppo, firms can also data-mine their clients’ details across all platforms to identify opportunities.
“From a business development perspective, this also means firms can now manage leads and opportunities across all their business lines as opposed to working across silos or business units, which is often impossible or a very inefficient process,” Mr Roderick said.
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